See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,540 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $6,524 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,675 | $58,264+11.0% | $86,612-25.3% | $71,457-9.5% |
| Participation rate | 66.4% | 65.0%+1.4pp | 71.7%-5.3pp | 67.9%-1.6pp |
| Annual return | 15.65% | 21.63%-6.0pp | 591.07%-575.4pp | 28.85%-13.2pp |
| Employer contribution / active EE | $2,006 | $2,574-22.1% | $3,022-33.6% | $2,588-22.5% |
| Participant deferral / active EE | $3,479 | $3,436+1.2% | $4,438-21.6% | $4,289-18.9% |
| Admin fee / account holder | $236 | $1,057-77.7% | $5,614-95.8% | $1,587-85.2% |